Public StoragePSA

13F holders, Q4 2024 (December 31)
1,131holders −2
72new positions
124sold out
8famous investors
$299.26avg. 13F price*

At the end of Q4 2024, 1,131 institutions reported holding Public Storage (PSA) in their 13F filings, down 2 from Q3 2024. 72 opened new positions and 124 sold out. The largest holders were Vanguard Group Inc. ($6.2B), BlackRock, Inc. ($5.1B) and State Street Corp. ($3.1B). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Public Storage
Sector
Real Estate
CUSIP
74460D109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions72$216.6M
Exits124$332.3M

All 13F filers, Q3 2024 → Q4 2024: 6,735,080 shares bought and 7,791,141 shares sold, net −1,056,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,131 holders

Vanguard Group Inc. 0.11% Reduce -0.3% 20,592,321 $6.2B
BlackRock, Inc. 0.10% Add +2.3% 16,970,790 $5.1B
State Street Corp. 0.12% Add +0.1% 10,385,665 $3.1B
T. Rowe Price Associates Inc. 0.20% Reduce -3.1% 5,911,643 $1.8B
Cohen & Steers, Inc. 3.08% Add +12.3% 5,433,001 $1.6B
FMR LLC 0.08% Reduce -14.4% 4,300,593 $1.3B
Geode Capital Management, LLC 0.09% Add +2.0% 4,010,044 $1.2B
Norges Bank 0.12% Add +3.1% 3,110,093 $931.3M
JPMorgan Chase & Co. 0.07% Reduce -30.4% 3,092,461 $926.0M
Wellington Management Group LLP 0.16% Reduce -12.0% 2,956,887 $885.4M
Charles Schwab Investment Management Inc. 0.15% Reduce -0.4% 2,801,759 $839.0M
Northern Trust Corp. 0.10% Add +43.4% 2,476,596 $741.6M
APG Asset Management US Inc. 4.91% Reduce -1.8% 2,161,039 $647.1M
Dimensional Fund Advisors LP 0.15% Reduce -0.6% 2,122,289 $635.5M
Legal & General Group Plc 0.15% Reduce -6.3% 1,929,797 $577.9M
Barrow Hanley Mewhinney & Strauss LLC 1.74% Reduce -2.0% 1,706,632 $511.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% Add +10.3% 1,702,522 $509.8M
Morgan Stanley 0.04% Add +4.3% 1,666,489 $499.0M
Deutsche Bank AG 0.17% Add +44.6% 1,407,754 $421.5M
Ameriprise Financial Inc. 0.09% Reduce -3.4% 1,198,369 $359.0M
Capital International Investors 0.07% Reduce -43.6% 1,184,434 $354.7M
Invesco Ltd. 0.06% Add +2.6% 1,099,249 $329.2M
Canada Pension Plan Investment Board 0.31% Reduce -2.7% 1,098,241 $328.9M
Bank of New York Mellon Corp 0.06% Add +2.0% 1,097,640 $328.7M
Daiwa Securities Group Inc. 1.47% Reduce -2.0% 1,091,240 $326.8M
Capital World Investors 0.05% Reduce -14.1% 1,073,948 $321.6M
Russell Investments Group, Ltd. 0.41% Add +25.5% 999,426 $299.0M
Neuberger Berman Group LLC 0.24% Add +115.4% 997,822 $298.8M
Nuveen Asset Management, LLC 0.08% Reduce -2.9% 958,877 $287.1M
Massachusetts Financial Services Co. 0.09% Reduce -4.5% 921,439 $275.9M
Bank of America Corp. 0.02% Add +4.5% 898,537 $269.1M
Royal Bank of Canada 0.05% Add +4.6% 830,203 $248.6M
Amundi 0.08% Add +54.0% 779,882 $230.4M
Sumitomo Mitsui Trust Group, Inc. 0.16% Reduce -3.4% 769,165 $230.3M
Centersquare Investment Management LLC 2.40% Reduce -9.0% 759,484 $227.4M
California Public Employees Retirement System 0.15% Reduce -0.9% 747,797 $223.9M
Goldman Sachs Group Inc. 0.04% Reduce -5.5% 689,650 $206.5M
American Century Companies Inc. 0.11% Reduce -19.6% 662,748 $198.5M
Clearbridge Investments, LLC 0.16% Reduce -9.7% 654,078 $195.9M
HSBC Holdings PLC 0.12% Reduce -7.7% 650,998 $194.8M
Montrusco Bolton Investments Inc. 2.33% Reduce -15.5% 662,685 $192.1M
Prudential Financial Inc. 0.25% Add +5.6% 613,484 $183.7M
Duff & Phelps Investment Management Co. 1.94% Reduce -2.5% 541,260 $162.1M
Alliancebernstein L.P. 0.05% Add +0.8% 483,735 $144.8M
UBS Group AG 0.03% Reduce -11.7% 463,623 $138.8M
Swiss National Bank 0.09% Reduce -5.2% 444,900 $133.2M
Lasalle Investment Management Securities LLC 5.56% Reduce -7.8% 439,589 $131.6M
Aew Capital Management L P 6.36% Add +108.6% 439,400 $131.6M
Janus Henderson Group PLC 0.07% Add +7.5% 431,129 $129.0M
CANADA LIFE ASSURANCE Co 0.22% Add +7.4% 425,589 $127.3M
Sei Investments Co. 0.16% Add +25.6% 424,994 $127.3M
Macquarie Group Ltd. 0.15% Reduce -1.9% 430,567 $127.1M
National Pension Service 0.12% Add +0.0% 410,628 $123.0M
Wells Fargo & Company 0.03% Add +1.9% 368,831 $110.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +7.6% 358,694 $107.8M
HighTower Advisors, LLC 0.15% Add +1.6% 355,175 $106.4M
Rhumbline Advisers 0.09% Reduce -1.5% 343,340 $102.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.20% — 331,140 $99.2M
Schroder Investment Management Group 0.09% Add +9.1% 327,243 $96.8M
Public Employees Retirement System of Ohio 0.33% Reduce -1.3% 318,189 $95.3M
Asset Management One Co., Ltd. 0.31% Add +0.5% 306,974 $91.5M
Adelante Capital Management LLC 5.67% Reduce -1.4% 286,811 $85.9M
Bank Julius Baer & Co. Ltd, Zurich 0.26% Add +69.7% 262,298 $83.1M
Barclays PLC 0.04% Reduce -41.0% 274,651 $82.2M
CBRE Investment Management Listed Real Assets LLC 1.41% Reduce -32.4% 263,549 $78.9M
Nomura Asset Management Co. Ltd. 0.23% Add +4.2% 255,039 $76.4M
Aberdeen Group plc 0.14% Add +3.5% 251,433 $74.7M
California State Teachers Retirement System 0.09% Reduce -3.1% 247,432 $74.1M
Lansforsakringar Fondforvaltning AB (publ) 0.28% — 247,274 $74.0M
Principal Financial Group Inc. 0.04% Add +10.9% 237,856 $71.2M
Retirement Systems of Alabama 0.26% Add +0.0% 232,968 $69.8M
Healthcare of Ontario Pension Plan Trust Fund 0.14% Add +896.9% 222,300 $66.6M
New York State Common Retirement Fund 0.09% Reduce -0.3% 219,909 $65.8M
BNP Paribas Financial Markets 0.05% Reduce -1.1% 216,473 $64.8M
First Trust Advisors LP 0.06% Add +15.6% 209,327 $62.7M
AQR Capital Management 0.08% Reduce -44.0% 207,339 $61.5M
KBC Group NV 0.17% Reduce -25.7% 204,041 $61.1M
TD Asset Management Inc 0.05% Reduce -2.2% 203,197 $60.8M
Point72 Asset Management 0.17% New 202,852 $60.7M
Caisse de depot et placement du Quebec 0.12% Add +50.4% 195,485 $58.5M
Raymond James Financial Inc. 0.02% — 187,563 $56.2M
PGGM Investments 0.71% Reduce -6.8% 179,448 $53.7M
Millennium Management 0.05% Add +233.4% 172,027 $51.5M
Qube Research & Technologies Ltd 0.08% Add +463.9% 171,997 $51.5M
Envestnet Asset Management Inc. 0.02% Reduce -7.7% 167,713 $50.2M
Bank of Montreal 0.02% Reduce -15.7% 165,410 $49.5M
Swedbank AB 0.06% Add +3.5% 159,577 $47.8M
Allspring Global Investments Holdings, LLC 0.07% Add +10.4% 157,044 $46.6M
Artisan Partners Limited Partnership 0.07% Add +0.1% 149,856 $44.9M
Adage Capital Partners Gp, L.L.C. 0.08% Reduce -0.8% 147,292 $44.1M
State Board of Administration of Florida Retirement System 0.08% Reduce -0.5% 146,878 $44.0M
NewEdge Advisors, LLC 0.26% Add +3.2% 142,242 $42.6M
STRS Ohio 0.16% Reduce -21.4% 137,953 $41.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% Add +30.1% 136,676 $40.9M
Heitman Real Estate Securities LLC 2.56% Add +13.1% 132,575 $39.7M
Great Lakes Advisors, LLC 0.33% Reduce -0.7% 130,368 $39.0M
Renaissance Technologies 0.06% Reduce -19.9% 129,534 $38.8M
Allianz Asset Management GmbH 0.06% Add +5.2% 129,278 $38.7M
New York State Teachers Retirement System 0.08% Reduce -0.3% 126,569 $37.9M
DekaBank Deutsche Girozentrale 0.07% No change 127,404 $37.3M
Hazelview Securities Inc. 6.75% — 125,087 $37.0M
Federated Hermes, Inc. 0.08% Reduce -59.7% 122,295 $36.6M
Citigroup Inc. 0.04% Reduce -30.0% 121,852 $36.5M
Skandinaviska Enskilda Banken AB (publ) 0.16% Add +56.1% 121,137 $35.8M
GRS Advisors, LLC 3.32% New 112,307 $33.6M
National Bank of Canada 0.04% Add +32.6% 110,760 $33.2M
State of New Jersey Common Pension Fund D 0.13% No change 108,904 $32.6M
Pictet Asset Management Holding SA 0.03% Reduce -6.0% 107,523 $32.2M
Westwood Holdings Group Inc. 0.25% Reduce -3.3% 106,932 $32.0M
Teacher Retirement System of Texas 0.11% Add +45.6% 101,404 $30.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -9.8% 100,982 $30.2M
Van Eck Associates Corp. 0.04% Add +0.2% 100,266 $30.0M
Perpetual Ltd 0.35% Add +4.2% 99,473 $29.8M
Aviva PLC 0.07% Add +35.9% 94,945 $28.4M
State of Alaska, Department of Revenue 0.32% Reduce -0.5% 94,702 $28.4M
Citadel Advisors 0.03% Add +54.6% 94,233 $28.2M
State of Tennessee, Department of Treasury 0.10% Reduce -2.3% 90,587 $27.1M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +2.3% 90,561 $27.1M
Korea Investment CORP 0.06% Add +29.0% 89,924 $26.9M
Uniplan Investment Counsel, Inc. 2.56% Reduce -2.1% 89,550 $26.8M
Nisa Investment Advisors, LLC 0.10% Reduce -4.9% 89,394 $26.8M
Danske Bank A/S 0.08% Add +16.6% 89,216 $26.7M
State of Wisconsin Investment Board 0.07% Reduce -3.9% 89,136 $26.7M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -2.0% 88,926 $26.6M
Heartland Advisors Inc. 1.45% Reduce -4.5% 88,896 $26.6M
Storebrand Asset Management As 0.08% Add +11.1% 88,686 $26.6M
LPL Financial LLC 0.01% Add +20.9% 88,354 $26.5M
Pacer Advisors, Inc. 0.06% Reduce -15.5% 87,854 $26.3M
Resona Asset Management Co.,Ltd. 0.15% Add +1.2% 87,650 $26.2M
Cwm, LLC 0.11% Reduce -3.5% 86,694 $26.0M
Capital Fund Management S.A. 0.26% Add +243.8% 86,604 $25.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +37.1% 84,964 $25.4M
Toronto Dominion Bank 0.05% Add +7.4% 84,290 $25.2M
APG Asset Management N.V. 0.07% New 86,200 $24.9M
Handelsbanken Fonder AB 0.10% Add +14.2% 83,094 $24.9M
Flputnam Investment Management Co. 0.44% Add +2.3% 79,564 $23.8M
Corient Private Wealth LP 0.04% Reduce -3.2% 79,086 $23.7M
Natixis Advisors, LLC 0.04% Add +24.3% 78,276 $23.4M
Eagle Ridge Investment Management 2.00% Reduce -1.0% 76,580 $22.9M
1832 Asset Management L.P. 0.04% Reduce -69.3% 76,427 $22.9M
Employees Retirement System of Texas 0.22% Reduce -6.3% 74,611 $22.3M
Mackenzie Financial Corp. 0.03% Add +37.2% 73,292 $21.9M
Franklin Resources Inc. 0.01% Reduce -6.4% 73,132 $21.9M
Equitable Trust Co. 1.21% Reduce -7.0% 72,543 $21.7M
Cibc World Markets Corp. 0.12% Add +12.1% 70,708 $21.2M
Treasurer of the State of North Carolina 0.08% Add +1.9% 70,424 $21.1M
Cibc World Market Inc. 0.05% Add +451.9% 69,967 $21.0M
Ensign Peak Advisors, Inc 0.04% Reduce -7.2% 69,225 $20.7M
IFM Investors Pty Ltd 0.21% Reduce -4.0% 68,517 $20.5M
Susquehanna International Group, LLP 0.03% Add +102.5% 68,364 $20.5M
Stifel Financial Corp. 0.02% Reduce -4.4% 66,803 $20.0M
Royal London Asset Management Ltd. 0.05% Reduce -1.2% 65,369 $19.6M
Andra AP-fonden 0.30% Add +39.8% 62,900 $18.8M
Weil Company, Inc. 6.45% Reduce -0.3% 62,242 $18.6M
KLP Kapitalforvaltning As 0.09% — 61,514 $18.4M
Nan Shan Life Insurance Co., Ltd. 0.44% No change 61,489 $18.4M
Chilton Capital Management LLC 0.75% Reduce -1.1% 59,665 $17.9M
Susquehanna Fundamental Investments, LLC 0.29% — 57,845 $17.3M
Twinbeech Capital LP 0.29% New 57,543 $17.2M
UniSuper Management Pty Ltd 0.12% Add +5.2% 56,921 $17.0M
Commerce Bank 0.10% Reduce -10.8% 55,671 $16.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% Add +5.0% 53,729 $16.1M
Fifth Third Bancorp 0.06% Reduce -0.4% 51,411 $15.4M
Davis Selected Advisers 0.09% Reduce -8.1% 50,090 $15.0M
CWA Asset Management Group, LLC 0.75% Reduce -3.9% 49,823 $14.9M
US Bancorp \de 0.02% Add +0.2% 49,176 $14.7M
Achmea Investment Management B.V. 0.24% Add +26.6% 48,427 $14.5M
Rathbones Group PLC 0.07% Add +42.4% 47,797 $14.3M
MetLife Investment Management, LLC 0.08% Add +1.2% 47,411 $14.2M
State of Michigan Retirement System 0.07% Add +0.4% 47,121 $14.1M
B&I Capital AG 4.59% Reduce -1.5% 47,045 $14.1M
Cetera Investment Advisers 0.03% Add +4.7% 46,601 $14.0M
Squarepoint Ops LLC 0.04% Add +991.8% 46,301 $13.9M
Guggenheim Capital LLC 0.11% Reduce -42.9% 46,047 $13.8M
Victory Capital Management Inc. 0.01% Reduce -5.6% 45,415 $13.6M
Arizona State Retirement System 0.08% Reduce -0.5% 45,114 $13.5M
Adams Diversified Equity Fund, Inc. 0.51% Reduce -7.0% 45,000 $13.5M
Commonwealth Equity Services, LLC 0.02% Reduce -1.8% 44,280 $13.3M
Edge Wealth Management LLC 2.68% Reduce -1.3% 44,231 $13.2M
Corebridge Financial, Inc. 0.07% Add +1.1% 42,790 $12.8M
Credit Agricole S A 0.04% Add +927.8% 41,781 $12.5M
Nissay Asset Management Corp. /Japan 0.08% Add +2.0% 41,607 $12.4M
Isthmus Partners, LLC 1.51% Reduce -0.0% 41,385 $12.4M
Natixis 0.08% Add +158.3% 40,912 $12.3M
Public Sector Pension Investment Board 0.05% Add +48.8% 40,873 $12.2M
Van Lanschot Kempen Investment Management N.V. 0.12% Add +69.1% 40,701 $12.2M
Marshall Wace, LLP 0.02% Add +300.2% 39,936 $12.0M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -48.6% 39,490 $11.8M
FIL Ltd 0.01% Add +3.9% 39,371 $11.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.12% Reduce -8.9% 38,772 $11.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Reduce -57.7% 38,676 $11.6M
Moran Wealth Management, LLC 0.36% Reduce 0.0% 38,043 $11.4M
Stephens Inc. 0.16% Add +2.4% 37,825 $11.3M
Camden National Bank 1.60% Reduce -1.2% 35,743 $10.7M
Fiduciary Trust Co 0.14% Reduce -1.5% 35,664 $10.7M
Mariner, LLC 0.02% Add +0.7% 34,665 $10.4M
Brookfield Corp 0.06% Add +238.4% 34,619 $10.4M
Osaic Holdings, Inc. 0.02% Add +2.1% 43,768 $10.3M
Czech National Bank 0.09% Add +6.5% 34,170 $10.2M
Gotham Asset Management 0.09% Add +181.7% 33,433 $10.0M
Cerity Partners LLC 0.02% Reduce -0.7% 32,336 $10.0M
Calamos Advisors LLC 0.07% No change 32,873 $9.8M
Amalgamated Bank 0.08% Add +2.5% 32,870 $9.8M
Waverly Advisors, LLC 0.15% Add +1.1% 32,410 $9.7M
Voya Investment Management LLC 0.01% Reduce -6.7% 32,346 $9.7M
Forsta Ap-Fonden 0.07% Reduce -0.6% 32,000 $9.6M
New Age Alpha Advisors, LLC 0.39% New 31,933 $9.6M
GAM Holding AG 0.71% Reduce -4.3% 31,664 $9.5M
Mediolanum International Funds Ltd 0.12% Reduce -22.6% 31,644 $9.3M
Varma Mutual Pension Insurance Co 0.07% Reduce -11.4% 30,998 $9.3M
Truist Financial Corp. 0.01% Add +0.2% 30,629 $9.2M
Janney Montgomery Scott LLC 0.03% Reduce -10.3% 30,284 $9.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Add +14.3% 30,165 $9.0M
Northwest & Ethical Investments L.P. 0.24% Reduce -22.2% 29,993 $9.0M
Canada Post Corp Registered Pension Plan 0.53% — 29,985 $9.0M
USS Investment Management Ltd 0.07% Reduce -18.1% 29,949 $9.0M
West Coast Financial LLC 0.98% Reduce -31.0% 29,665 $8.9M
Kestra Advisory Services, LLC 0.05% Add +387.4% 29,319 $8.8M
Cullen/Frost Bankers, Inc. 0.12% Add +7.1% 29,256 $8.8M
Man Group plc 0.03% Reduce -54.8% 29,217 $8.7M
Seven Post Investment Office LP 3.33% Add +1.0% 29,079 $8.7M
DNB Asset Management AS 0.04% Add +4.3% 28,942 $8.7M
Thrivent Financial for Lutherans 0.02% Reduce -38.5% 28,676 $8.6M
Sophron Capital Management L.P. 3.42% — 28,850 $8.6M
ProShare Advisors LLC 0.02% Reduce -0.6% 28,685 $8.6M
Capital Investment Advisors, LLC 0.17% Add +25.4% 28,608 $8.6M
GSI Capital Advisors LLC 4.51% Reduce -0.0% 28,502 $8.5M
Sheets Smith Wealth Management 1.04% Reduce -0.1% 28,403 $8.5M
Aptus Capital Advisors, LLC 0.10% Add +12.1% 28,373 $8.5M
Quantinno Capital Management LP 0.08% Add +148.5% 28,309 $8.5M
AXA S.A. 0.03% Add +17.8% 28,288 $8.5M
Bokf, NA 0.14% Add +3.6% 28,262 $8.2M
O'shaughnessy Asset Management, LLC 0.07% Add +39.1% 27,000 $8.1M
Edgemoor Investment Advisors, Inc. 0.70% Add +2.7% 26,408 $7.9M
Clifford Swan Investment Counsel LLC 0.28% Reduce -1.4% 26,306 $7.9M
Utah Retirement Systems 0.09% No change 26,154 $7.8M
Franklin, Parlapiano, Turner & Welch, LLC 2.08% Reduce -2.9% 25,605 $7.7M
Xponance LLC 0.07% Add +3.0% 25,105 $7.5M
D. E. Shaw & Co. 0.01% Add +249.6% 25,105 $7.5M
Rothschild Investment LLC 0.49% Reduce -1.8% 24,968 $7.5M
Tompkins Financial Corp. 0.69% Add +1.7% 24,943 $7.5M
CIBC Asset Management Inc 0.02% Add +4.7% 24,888 $7.5M
Yousif Capital Management, LLC 0.08% Reduce -3.9% 24,606 $7.4M
GC Wealth Management RIA, LLC 1.28% Add +2.1% 24,274 $7.3M
Old National Bancorp 0.17% Reduce -13.4% 24,009 $7.2M
Nomura Holdings Inc. 0.04% New 23,485 $7.0M
New York Life Investment Management LLC 0.07% Add +0.3% 23,390 $7.0M
Metis Global Partners, LLC 0.21% Reduce -2.5% 23,351 $7.0M
Clarity Financial LLC 0.83% Reduce -0.7% 23,247 $7.0M
Erste Asset Management GmbH 0.09% Add +1.8% 23,300 $6.9M
Pensionfund PDN 4.31% Reduce -20.6% 23,189 $6.9M
Police & Firemen's Retirement System of New Jersey 0.07% — 22,948 $6.9M
Ellsworth Advisors, LLC 1.80% Add +2.5% 22,916 $6.9M
Tudor Investment Corporation 0.07% Reduce -60.3% 22,675 $6.8M
Creative Planning 0.01% Add +2.6% 22,568 $6.8M
Worldquant Millennium Advisors LLC 0.04% Add +20.7% 22,475 $6.7M
Mercer Global Advisors Inc. 0.02% Add +82.3% 22,371 $6.7M
Eastover Investment Advisors LLC 3.13% Reduce -2.1% 22,359 $6.7M
PNC Financial Services Group, Inc. 0.00% Add +3.5% 22,078 $6.6M
Balyasny Asset Management L.P. 0.02% Reduce -47.7% 21,906 $6.6M
M&T Bank Corp 0.02% Reduce -0.8% 21,757 $6.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -14.4% 21,588 $6.5M
Bank of Nova Scotia 0.01% Add +5.8% 21,538 $6.4M
Sarasin & Partners LLP 0.07% No change 21,470 $6.4M
Columbus Macro, LLC 0.89% Add +419.5% 21,404 $6.4M
Public Employees Retirement Association of Colorado 0.03% Reduce -2.7% 21,211 $6.4M
MML Investors Services, LLC 0.02% Add +2.9% 21,196 $6.3M
Y-Intercept (Hong Kong) Ltd 0.42% New 21,156 $6.3M
QRG Capital Management, Inc. 0.06% Add +5.3% 20,982 $6.3M
Zimmer Partners, LP 0.11% New 20,900 $6.3M
Rafferty Asset Management, LLC 0.02% Reduce -7.4% 20,742 $6.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +11.8% 20,978 $6.2M
MainStreet Investment Advisors LLC 0.86% Reduce -0.3% 20,515 $6.1M
UMB Bank, n.a. 0.10% Add +9.0% 20,296 $6.1M
ING Groep NV 0.04% New 20,129 $6.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +2.1% 20,059 $6.0M
Baird Financial Group, Inc. 0.01% Add +2.7% 19,972 $6.0M
CI Investments Inc. 0.02% Reduce -37.6% 19,756 $5.9M
Rockefeller Capital Management L.P. 0.01% Add +4.3% 19,390 $5.8M
Jones Financial Companies LLLP 0.01% Add +53.5% 19,234 $5.8M
Asset Planning Services Inc. /La/ 2.77% Add +3.2% 18,988 $5.7M
Knights of Columbus Asset Advisors LLC 0.37% No change 18,884 $5.7M
Mutual of America Capital Management LLC 0.06% Reduce -2.7% 18,878 $5.7M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -11.2% 18,634 $5.6M
Boothbay Fund Management, LLC 0.18% Add +871.9% 18,573 $5.6M
Advocate Group LLC 1.03% Reduce -3.0% 18,328 $5.5M
Pring Turner Capital Group Inc. 3.62% Reduce -0.9% 18,033 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -21.0% 17,570 $5.3M
Engineers Gate Manager LP 0.09% New 17,323 $5.2M
Candriam S.C.A. 0.03% Add +18.9% 17,238 $5.2M
Foundations Investment Advisors, LLC 0.10% Reduce -0.6% 16,989 $5.1M
Investment Management Corp of Ontario 0.16% Add +8.6% 16,156 $4.8M
OVERSEA-CHINESE BANKING Corp Ltd 0.14% Reduce -32.1% 16,125 $4.8M
Trajan Wealth LLC 0.27% Add +2.7% 16,072 $4.8M
Lighthouse Investment Partners, LLC 0.19% Reduce -31.9% 16,000 $4.8M
Elo Mutual Pension Insurance Co 0.10% Add +14.1% 15,935 $4.8M
Holocene Advisors, LP 0.02% Add +11.5% 15,569 $4.7M
Dean Investment Associates, LLC 0.66% Reduce -7.7% 15,521 $4.6M
Focus Partners Wealth 0.01% Add +76.4% 15,405 $4.6M
Ethic Inc. 0.09% Add +21.0% 15,093 $4.5M
Cape Cod Five Cents Savings Bank 0.40% No change 12,315 $4.5M
Mizuho Securities USA LLC 0.08% Add +46.2% 14,937 $4.5M
Northwest Bancshares, Inc. 0.83% Reduce -11.3% 14,898 $4.5M
Ieq Capital, LLC 0.04% Reduce -4.8% 14,671 $4.4M
SGL Investment Advisors, Inc. 2.23% Add +2.3% 14,519 $4.4M
MAI Capital Management 0.03% Add +576.6% 14,513 $4.3M
Te Ahumairangi Investment Management Ltd 0.90% Reduce -2.4% 14,402 $4.3M
Vestcor Inc 0.14% Reduce -12.5% 14,278 $4.3M
Norinchukin Bank, The 0.09% Add +3.4% 14,143 $4.2M
Colonial Trust Advisors 0.37% Reduce -1.2% 14,094 $4.2M
Quantitative Investment Management, LLC 0.31% New 13,725 $4.1M
Fuller & Thaler Asset Management, Inc. 0.02% Add +6.9% 13,608 $4.1M
Oregon Public Employees Retirement Fund 0.07% Add +0.1% 13,515 $4.0M
1834 Investment Advisors Co. 0.51% Reduce -8.8% 13,403 $4.0M
Allstate Corp. 0.12% Reduce -51.0% 13,188 $3.9M
Arjuna Capital 1.04% Reduce -0.2% 13,109 $3.9M
TCW Group Inc. 0.03% Reduce -9.4% 13,020 $3.9M
Avanza Fonder AB 0.11% — 12,742 $3.8M
Nordea Investment Management AB 0.00% Add +1.6% 12,738 $3.8M
Exencial Wealth Advisors, LLC 0.14% Reduce -3.3% 12,439 $3.7M
Abc Arbitrage SA 0.53% — 12,384 $3.7M
Gulf International Bank (UK) Ltd 0.09% Reduce -1.0% 12,384 $3.7M
First National Bank of Mount Dora, Trust Investment Services 0.86% Add +1.3% 12,286 $3.7M
Slagle Financial, LLC 1.65% Add +11.3% 12,237 $3.7M
Pensionfund Sabic 0.94% No change 12,013 $3.6M
Sanctuary Advisors, LLC 0.02% Reduce -3.8% 12,026 $3.6M
Nicola Wealth Management LTD. 0.34% Reduce -3.0% 8,290 $3.6M
Cornerstone Advisors, LLC 0.14% No change 11,900 $3.6M
Pathstone Holdings, LLC 0.02% Add +1.3% 11,738 $3.5M
Vanguard Personalized Indexing Management, LLC 0.05% Add +1.7% 11,718 $3.5M
FORA Capital, LLC 0.40% New 11,705 $3.5M
Teachers Retirement System of the State of Kentucky 0.03% No change 11,673 $3.5M
First Nebraska Trust Co 0.34% Add +0.2% 11,585 $3.5M
Bessemer Group Inc. 0.01% Reduce -1.1% 11,582 $3.5M
L & S Advisors Inc 0.42% Add +2.1% 11,359 $3.4M
DoubleLine ETF Adviser LP 0.92% Add +1.2% 11,342 $3.4M
Naviter Wealth, LLC 0.41% Add +12.5% 11,267 $3.4M
Entropy Technologies, LP 0.34% New 11,113 $3.3M
Keybank National Association 0.01% Reduce -0.2% 11,066 $3.3M
Ilmarinen Mutual Pension Insurance Co 0.03% No change 11,000 $3.3M
Swiss Life Asset Management Ltd 0.02% Add +63.1% 10,954 $3.3M
Regions Financial Corp. 0.02% Reduce -8.7% 10,936 $3.3M
Generali Investments, Management Co LLC 0.84% — 10,841 $3.2M
Kentucky Retirement Systems 0.10% Reduce -1.4% 10,824 $3.2M
Capital International, Inc. 0.04% Add +17.9% 10,603 $3.2M
Capital Investment Counsel, LLC 0.53% New 10,534 $3.2M
Benjamin Edwards Inc. 0.04% Reduce -10.9% 10,481 $3.1M
Sigma Investment Counselors Inc. 0.18% Add +0.3% 10,453 $3.1M
Wealthfront Advisers LLC 0.01% Reduce -0.2% 10,449 $3.1M
Hantz Financial Services, Inc. 0.05% Reduce -5.3% 10,443 $3.1M
Chatham Capital Group, Inc. 0.51% Reduce -1.8% 10,425 $3.1M
Robeco Institutional Asset Management B.V. 0.01% Add +2.1% 10,346 $3.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -3.1% 10,244 $3.1M
Gould Capital, LLC 2.12% Reduce -1.4% 10,196 $3.1M
Azimuth Capital Investment Management LLC 0.12% Add +3.5% 10,109 $3.0M
Avantax Advisory Services, Inc. 0.02% Reduce -12.4% 9,967 $3.0M
Tidal Investments LLC 0.02% Reduce -12.5% 9,958 $3.0M
Captrust Financial Advisors 0.01% Add +3.4% 9,814 $2.9M
Stiles Financial Services Inc 1.06% Add +5.8% 9,749 $2.9M
Hartford Investment Management Co. 0.10% Reduce -1.9% 9,720 $2.9M
Centiva Capital, LP 0.11% New 9,566 $2.9M
Advisors Asset Management, Inc. 0.05% Reduce -5.1% 9,559 $2.9M
Oppenheimer & Co. Inc. 0.04% Add +0.2% 9,323 $2.8M
D.A. Davidson & Co. 0.02% Add +1.4% 9,302 $2.8M
Trilogy Capital Inc. 0.14% Add +4.1% 9,255 $2.8M
Fairhaven Wealth Management, LLC 0.86% Add +0.8% 9,140 $2.7M
Thompson Siegel & Walmsley LLC 0.04% No change 9,123 $2.7M
Aware Super Pty Ltd as trustee of Aware Super 0.04% — 9,036 $2.7M
Systematic Alpha Investments, LLC 0.10% No change 9,030 $2.7M
Savant Capital, LLC 0.02% Add +9.1% 8,980 $2.7M
Carrera Capital Advisors 0.62% Add +33.9% 8,861 $2.7M
Spirit of America Management Corp. 0.53% Reduce -2.2% 8,775 $2.6M
XML Financial, LLC 0.24% Add +2.9% 8,697 $2.6M
Louisiana State Employees Retirement System 0.05% Reduce -4.5% 8,500 $2.5M
Sequoia Financial Advisors, LLC 0.02% Add +25.3% 8,472 $2.5M
Maryland State Retirement & Pension System 0.05% Reduce -6.5% 8,445 $2.5M
Securian Asset Management, Inc. 0.07% Reduce -2.8% 8,430 $2.5M
Merit Financial Group, LLC 0.04% Add +104.3% 8,367 $2.5M
Procyon Advisors, LLC 0.16% Add +1.5% 8,359 $2.5M
Dynamic Advisor Solutions LLC 0.11% Add +97.5% 8,349 $2.5M
LYNX Capital Group Ltd. 1.44% Reduce -0.8% 8,333 $2.5M
Atom Investors LP 0.31% New 8,306 $2.5M
Forte Capital LLC 0.28% Reduce -9.4% 8,247 $2.5M
Hamilton Capital Partners Inc. 0.18% Add +43.7% 8,196 $2.5M
Brown Advisory Inc. 0.00% Reduce -2.4% 8,174 $2.4M
Ontario Teachers Pension Plan Board 0.03% Reduce -21.2% 8,014 $2.4M
Johnson Financial Group, Inc. 0.11% Add +24.3% 7,970 $2.4M
Capital Management Associates, Inc 0.89% Reduce -2.8% 7,918 $2.4M
Vinva Investment Management Ltd 0.09% Add +10.1% 8,002 $2.4M
Bristlecone Advisors, LLC 0.18% Add +4.4% 7,896 $2.4M
Ritholtz Wealth Management 0.07% Add +42.0% 7,884 $2.4M
Texas Yale Capital Corp. 0.09% Add +13.4% 7,847 $2.3M
Vident Advisory, LLC 0.04% Reduce -13.6% 7,827 $2.3M
Los Angeles Capital Management LLC 0.01% Reduce -6.8% 7,796 $2.3M
JGP Wealth Management, LLC 0.30% Add +1.7% 7,708 $2.3M
Vanderbilt University 0.45% Reduce -18.8% 7,649 $2.3M
Presima Securities ULC 0.55% Reduce -89.5% 7,520 $2.3M
New Mexico Educational Retirement Board 0.08% Reduce -3.9% 7,465 $2.2M
Ostrum Asset Management 0.19% Reduce -28.2% 7,441 $2.2M
Bell Bank 0.17% Reduce -0.0% 7,406 $2.2M
Generali Investments CEE, investicni spolecnost, a.s. 0.23% — 7,350 $2.2M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.5% 7,252 $2.2M
GeoWealth Management, LLC 0.07% Add +24.4% 7,161 $2.1M
E. Ohman J:or Asset Management AB 0.05% Add +8.4% 7,100 $2.1M
Quadrature Capital Ltd 0.04% New 7,003 $2.1M
Quantbot Technologies LP 0.08% New 6,959 $2.1M
Allworth Financial LP 0.01% Add +0.7% 7,149 $2.1M
Lecap Asset Management Ltd. 0.56% New 6,866 $2.1M
Midwest Professional Planners, LTD. 0.61% Add +7.7% 6,865 $2.1M
Petredis Investment Advisors LLC 0.21% Reduce -1.6% 6,752 $2.0M
Rowlandmiller & Partners.adv 0.42% Reduce -1.6% 6,701 $2.0M
OMERS ADMINISTRATION Corp 0.02% Add +20.4% 6,632 $2.0M
BI Asset Management Fondsmaeglerselskab A/S 0.02% Add +21.0% 6,603 $2.0M
Saturna Capital Corp. 0.03% Add +0.1% 6,551 $2.0M
Tower Research Capital LLC (TRC) 0.04% Reduce -30.9% 6,484 $1.9M
LDR Capital Management LLC 3.66% Add +10.1% 6,388 $1.9M
Colonial Trust Co / SC 0.28% Add +8.5% 6,336 $1.9M
Old Port Advisors 0.54% Reduce -0.7% 6,304 $1.9M
Thoroughbred Financial Services, LLC 0.12% Add +0.1% 6,295 $1.9M
Sawyer & Company, Inc 0.69% Reduce -0.2% 6,248 $1.9M
SteelPeak Wealth, LLC 0.08% Reduce -22.4% 6,210 $1.9M
Plato Investment Management Ltd 0.14% Add +2.4% 6,182 $1.9M
Allen Wealth Management, LLC 1.32% Add +7.9% 6,168 $1.8M
NEOS Investment Management LLC 0.04% Add +25.6% 6,074 $1.8M
Weaver Capital Management LLC 0.50% Add +12.1% 5,966 $1.8M
WD Rutherford LLC 0.85% Add +21.6% 5,951 $1.8M
Werlinich Asset Management, LLC 1.03% No change 6,000 $1.8M
&partners 0.02% Add +280.1% 5,842 $1.8M
First Manhattan Co. Llc. 0.01% No change 5,723 $1.7M
Littlejohn Financial Services, Inc. 1.51% — 5,642 $1.7M
iA Global Asset Management Inc. 0.03% Add +33.8% 5,552 $1.7M
Orion Porfolio Solutions, LLC 0.02% Reduce -34.3% 5,549 $1.7M
Orion Portfolio Solutions, LLC 0.02% Reduce -34.3% 5,549 $1.7M
Crossmark Global Holdings, Inc. 0.03% Reduce -27.6% 5,536 $1.7M
Union Bancaire Privee, UBP SA 0.03% — 5,500 $1.6M
JPL Wealth Management, LLC 0.47% — 5,456 $1.6M
Middleton & Co. Inc. 0.18% Reduce -2.0% 5,349 $1.6M
Hennion & Walsh Asset Management, Inc. 0.07% Add +6.1% 5,219 $1.6M
Apollon Wealth Management, LLC 0.04% Add +208.1% 5,201 $1.6M
Kornitzer Capital Management Inc. 0.03% No change 5,200 $1.6M
Stableford Capital II LLC 0.61% Reduce -1.3% 5,166 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -1.7% 5,132 $1.5M
Atria Investments, Inc 0.02% Reduce -13.7% 5,126 $1.5M
Diligent Investors, LLC 0.35% Add +0.1% 5,115 $1.5M
Segment Wealth Management, LLC 0.10% Reduce -6.0% 5,023 $1.5M
Northwestern Mutual Investment Management Company, LLC 0.03% Add +0.2% 5,004 $1.5M
Gifford Fong Associates 0.37% No change 5,000 $1.5M
Bangor Savings Bank 0.14% Reduce -6.9% 4,998 $1.5M
Columbia Asset Management 0.28% Reduce -7.7% 4,974 $1.5M
Columbia Bank 0.51% Add +4.4% 5,083 $1.5M
Steward Partners Investment Advisory, LLC 0.01% Add +23.7% 4,895 $1.5M
Plimoth Trust Co. LLC 0.38% No change 4,893 $1.5M
Magnetar Financial LLC 0.04% New 4,857 $1.5M
Horizon Investments, LLC 0.04% Reduce -0.7% 4,827 $1.4M
Cascade Investment Advisors, Inc. 0.91% No change 4,719 $1.4M
Azzad Asset Management Inc. 0.27% Add +1.5% 4,696 $1.4M
Graham Capital Management, L.P. 0.07% New 4,684 $1.4M
Commerzbank Aktiengesellschaft 0.03% Add +40.4% 4,734 $1.4M
United Capital Financial Advisors, LLC 0.01% Reduce -10.6% 4,611 $1.4M
Townsquare Capital LLC 0.02% Add +13.9% 4,535 $1.4M
Tokio Marine Asset Management Co. Ltd. 0.05% Add +1.6% 4,503 $1.3M
Wambolt & Associates, LLC 0.43% Reduce -13.4% 4,474 $1.3M
Rodgers Brothers Inc. 0.17% New 4,450 $1.3M
Wilmington Savings Fund Society, FSB 0.02% Add +10.1% 4,436 $1.3M
Capstone Investment Advisors, LLC 0.02% Add +89.2% 4,436 $1.3M
Twin Capital Management Inc. 0.15% Add +3.5% 4,431 $1.3M
Alaethes Wealth, LLC 0.47% Add +1.7% 4,423 $1.3M
Edgestream Partners, L.P. 0.06% Reduce -43.5% 4,365 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +4.5% 4,361 $1.3M
Sage Capital Management, LLC 0.66% Reduce -2.6% 4,353 $1.3M
Private Advisor Group, LLC 0.01% Reduce -25.8% 4,342 $1.3M
Lido Advisors, LLC 0.01% Add +0.9% 4,298 $1.3M
Hancock Whitney Corp. 0.04% No change 4,281 $1.3M
WBH Advisory Inc. 0.12% Reduce -0.0% 4,273 $1.3M
Haverford Trust Co 0.01% Reduce -0.3% 4,271 $1.3M
Versor Investments LP 0.22% Reduce -5.4% 4,267 $1.3M
Sheaff Brock Investment Advisors, LLC 0.11% Reduce -1.5% 4,229 $1.3M
American Assets Capital Advisers, LLC 0.42% Add +63.8% 4,225 $1.3M
Lindenwold Advisors, INC 0.67% Reduce -4.1% 4,209 $1.3M
Summit Global Investments 0.08% Reduce -0.6% 4,175 $1.3M
Ossiam 0.02% Add +12.1% 4,149 $1.2M
Mutual Advisors, LLC 0.04% Reduce -3.6% 4,171 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -29.7% 4,107 $1.2M
Highview Capital Management LLC 0.47% Add +3.5% 4,107 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +3.8% 4,076 $1.2M
Snowden Capital Advisors LLC 0.04% Add +4.0% 4,075 $1.2M
RB Capital Management, LLC 0.30% Reduce -0.1% 4,069 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Add +0.1% 4,062 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +0.1% 4,004 $1.2M
SG Americas Securities, LLC 0.01% Reduce -71.8% 3,998 $1.2M
Assetmark, Inc. 0.00% Add +0.5% 3,976 $1.2M
Assenagon Asset Management S.A. 0.00% Reduce -16.5% 3,931 $1.2M
Inspire Investing, LLC 0.13% Reduce -6.9% 3,929 $1.2M
Virtus Advisers, LLC 0.48% Add +11.6% 3,910 $1.2M
Arbor Capital Management Inc. 1.15% Reduce -1.5% 3,936 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% No change 3,888 $1.2M
Caprock Group, LLC 0.04% Add +26.5% 3,865 $1.2M
ICW Investment Advisors LLC 0.48% Add +3.1% 3,862 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -32.9% 3,862 $1.2M
Synovus Financial Corp. 0.01% Reduce -33.4% 3,847 $1.2M
Praxis Investment Management Inc. 0.07% Reduce -18.5% 3,840 $1.1M
Stenger Family Office, LLC 0.39% — 3,816 $1.1M
United Community Bank 0.44% Add +12.7% 3,810 $1.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -5.6% 3,804 $1.1M
Lazard Asset Management LLC 0.00% Reduce -97.0% 3,773 $1.1M
Verition Fund Management LLC 0.01% Reduce -81.3% 3,764 $1.1M
Harvest Portfolios Group Inc. 0.04% Reduce -11.8% 3,725 $1.1M
Shell Asset Management Co. 0.05% Reduce -2.3% 3,666 $1.1M
Westpac Banking Corp. 0.07% Reduce -4.1% 3,664 $1.1M
Rogco, LP 0.44% Reduce -0.3% 3,602 $1.1M
Sumitomo Life Insurance Co. 0.02% Reduce -2.9% 3,600 $1.1M
Daiichi Life Insurance Co., Ltd. 0.03% Reduce -41.0% 3,570 $1.1M
Voloridge Investment Management, LLC 0.00% New 3,545 $1.1M
Meeder Advisory Services, Inc. 0.07% Reduce -1.4% 3,542 $1.1M
Prime Capital Investment Advisors, LLC 0.02% Reduce -22.8% 3,493 $1.0M
Regatta Capital Group, LLC 0.20% Add +2.0% 3,492 $1.0M
Spinnaker Trust 0.07% No change 3,452 $1.0M
Romano Brothers and Company 0.13% Reduce -2.1% 3,424 $1.0M
Montecito Bank & Trust 0.18% Add +8.5% 3,416 $1.0M
Formidable Asset Management, LLC 0.17% Add +11.3% 3,409 $1.0M
Avidian Wealth Enterprises, LLC 0.05% Add +7.0% 3,399 $1.0M
Founders Financial Securities LLC 0.09% Reduce -1.5% 3,390 $1.0M
Pekin Hardy Strauss, Inc. 0.13% Reduce -0.7% 3,387 $1.0M
Federation des caisses Desjardins du Quebec 0.01% Add +6.7% 3,324 $995K
RD Lewis Holdings, Inc. 1.09% — 3,267 $989K
Stratos Wealth Partners, LTD. 0.01% Add +6.6% 3,270 $979K
EP Wealth Advisors, LLC 0.01% Add +5.8% 3,248 $973K
Hummer Financial Advisory Services Inc 0.77% No change 3,244 $971K
TD Waterhouse Canada Inc. 0.01% Reduce -27.0% 3,242 $970K
Laird Norton Wetherby Wealth Management, LLC 0.05% Reduce -5.3% 3,232 $968K
Donald L. Hagan, LLC 0.49% Reduce -4.1% 3,164 $947K
Impact Partnership Wealth, LLC 0.19% Reduce -2.3% 3,158 $946K
Capital Advisory Group Advisory Services, LLC 0.34% Add +7.1% 3,151 $944K
Hendershot Investments Inc. 0.13% No change 3,147 $942K
Stevens Capital Management LP 0.38% New 3,132 $938K
Park Avenue Securities LLC 0.01% Add +7.7% 3,133 $938K
Penserra Capital Management LLC 0.02% Add +5.0% 3,139 $937K
Sterling Investment Advisors, Ltd. 0.23% Add +5.0% 3,125 $936K
Family Legacy, Inc. 0.31% Add +1.9% 3,140 $928K
Integrated Advisors Network LLC 0.04% Add +1.4% 3,067 $918K
Maltin Wealth Management, Inc. 0.45% Reduce -5.7% 3,037 $909K
Blair William & Co. 0.00% Add +16.0% 3,036 $909K
Whittier Trust Co. 0.01% Add +61.7% 3,021 $905K
Waddell & Associates, LLC 0.09% Add +0.4% 3,015 $903K
J. Safra Sarasin Holding AG 0.02% Reduce -19.0% 3,009 $901K
Conning Inc. 0.03% Add +156.8% 3,005 $900K
Sompo Asset Management Co., Ltd. 0.15% Reduce -2.6% 2,960 $886K
Hartline Investment Corp./ 0.10% No change 2,940 $880K
Generation Capital Management LLC 0.75% — 2,928 $877K
GF Fund Management Co. LTD. 0.02% — 2,862 $857K
Empowered Funds, LLC 0.01% Add +11.2% 2,813 $842K
Bragg Financial Advisors, Inc 0.03% Reduce -5.6% 2,801 $839K
Silverlake Wealth Management LLC 0.32% Reduce -2.7% 2,789 $835K
Pavion Blue Capital, LLC 0.39% No change 2,788 $835K
HB Wealth Management, LLC 0.01% Reduce -4.8% 2,773 $830K
Prudential PLC 0.00% No change 2,727 $817K
Independent Financial Group, LLC 0.03% Reduce -6.5% 2,715 $813K
Board of the Pension Protection Fund 0.93% — 2,700 $808K
Cape Ann Savings Bank 0.48% Reduce -3.0% 2,700 $808K
One Capital Management, LLC 0.03% Reduce -7.4% 2,690 $805K
Groesbeck Investment Management Corp. 1.05% New 2,685 $804K
IFP Advisors, Inc 0.03% Add +8.5% 2,684 $804K
Vontobel Holding Ltd. 0.00% Add +28.1% 2,652 $794K
Profund Advisors LLC 0.03% Reduce -38.9% 2,646 $792K
Harbour Investments, Inc. 0.02% Reduce -0.4% 2,645 $792K
Walleye Capital LLC 0.01% Add +260.5% 2,592 $776K
Checchi Capital Advisers, LLC 0.06% Add +7.6% 2,585 $774K
Principal Securities, Inc. 0.02% Add +15.4% 2,584 $774K
DAVENPORT & Co LLC 0.00% Reduce -0.8% 2,582 $773K
Kentucky Retirement Systems Insurance Trust Fund 0.13% Add +9.7% 5,118 $770K
Gold Investment Management Ltd. 0.32% Reduce -2.3% 2,530 $758K
Summit Trail Advisors, LLC 0.03% Add +66.6% 2,526 $756K
Kestra Private Wealth Services, LLC 0.01% Add +5.8% 2,510 $752K
Elevation Wealth Partners, LLC 0.32% Reduce -0.4% 2,501 $749K
Mechanics Financial Corp 0.33% Reduce -1.2% 2,481 $743K
NewEdge Wealth, LLC 0.01% Add +5.9% 2,476 $741K
Mgo One Seven LLC 0.03% Add +67.0% 2,459 $736K
Frank, Rimerman Advisors LLC 0.05% Reduce -2.2% 2,440 $731K
AE Wealth Management LLC 0.01% Reduce -22.2% 2,416 $723K
Buck Wealth Strategies, LLC 0.15% Add +70.7% 2,413 $723K
South Plains Financial, Inc. 0.55% — 2,410 $722K
Berkeley Capital Partners, LLC 0.20% Add +1.0% 2,404 $720K
Dearborn Partners LLC 0.03% Reduce -5.6% 2,400 $719K
Loudon Investment Management, LLC 0.41% No change 2,400 $719K
Cresset Asset Management, LLC 0.00% Add +200.9% 2,392 $716K
Ar Asset Management Inc. 0.16% No change 2,388 $715K
TFG Advisers LLC 0.25% Reduce -2.0% 2,347 $703K
Mufg Securities Americas Inc. 0.09% — 2,327 $697K
First Foundation Advisors 0.03% Reduce -1.1% 2,313 $693K
2UniFi Bank 0.46% — 2,285 $684K
Illinois Municipal Retirement Fund 0.01% No change 2,279 $682K
Choreo, LLC 0.01% Add +7.2% 2,300 $682K
Werba Rubin Papier Wealth Management 0.16% Add +1.7% 2,275 $681K
Prestige Wealth Management Group LLC 0.14% Add +9.3% 2,256 $676K
Global Retirement Partners, LLC 0.02% Reduce -0.1% 2,247 $673K
Prospera Financial Services Inc 0.02% Add +0.3% 2,231 $668K
XTX Topco Ltd 0.06% New 2,194 $657K
Global Wealth Management Investment Advisory, Inc. 0.13% Add +12.1% 2,185 $654K
Abn Amro Investment Solutions 0.01% Reduce -3.7% 2,167 $649K
Evercore Wealth Management, LLC 0.01% Reduce -3.3% 2,163 $648K
Glenmede Trust Co. NA 0.00% Reduce -37.2% 2,151 $644K
Advisors Capital Management, LLC 0.01% Add +3.8% 2,149 $643K
Burford Brothers, Inc. 0.31% Add +19.6% 2,140 $641K
Winebrenner Capital Management LLC 0.49% — 2,134 $639K
Atlas Brown,Inc. 0.22% Add +0.2% 2,131 $638K
Vestmark Advisory Solutions, Inc. 0.02% Add +17.3% 2,126 $637K
Guidance Capital, Inc. 0.19% Add +8.3% 2,178 $636K
Great Valley Advisor Group, Inc. 0.01% Add +0.1% 2,123 $636K
Peapack Gladstone Financial Corp. 0.01% Reduce -5.9% 2,111 $632K
SPC Financial, Inc. 0.05% Add +60.6% 2,102 $629K
NorthRock Partners, LLC 0.02% Add +2.7% 2,096 $628K
Inspire Advisors, LLC 0.08% Reduce -19.6% 2,058 $616K
Linscomb Wealth, Inc. 0.03% No change 2,056 $616K
Shum Financial Group, Inc. 0.53% Reduce -3.9% 2,054 $615K
Coldstream Capital Management Inc. 0.01% Add +3.0% 2,052 $615K
Retirement Planning Co of New England, Inc. 0.30% Add +0.7% 2,051 $614K
Horst & Graben Wealth Management LLC 0.11% No change 2,013 $603K
Kingswood Wealth Advisors, LLC 0.05% Add +22.9% 2,004 $600K
Two Sigma Investments, LP 0.00% Reduce -41.2% 2,000 $599K
W.H. Cornerstone Investments Inc. 0.40% Add +163.4% 1,991 $596K
Parallel Advisors, LLC 0.01% Reduce -4.8% 1,963 $588K
J.W. Cole Advisors, Inc. 0.02% Add +0.3% 1,961 $587K
Exchange Traded Concepts, LLC 0.01% Add +0.3% 1,958 $586K
Larson Financial Group LLC 0.03% Add +6.1% 1,943 $582K
Clarius Group, LLC 0.04% Reduce -3.2% 1,943 $582K
Jamison Private Wealth Management, Inc. 0.09% Add +85.9% 1,930 $578K
Panagora Asset Management Inc. 0.00% Reduce -7.1% 1,928 $577K
Arrow Financial Corp 0.05% No change 1,900 $569K
Ramirez Asset Management, Inc. 0.11% No change 1,899 $569K
AlphaStar Capital Management, LLC 0.06% Add +51.5% 1,897 $568K
Strategic Financial Services, Inc. 0.03% No change 1,895 $567K
Cullen Capital Management, LLC 0.01% No change 1,891 $566K
Busey Bank 0.02% Reduce -8.8% 1,886 $565K
Aster Capital Management (DIFC) Ltd 0.21% Add +245.8% 1,850 $554K
WealthPLAN Partners, LLC 0.08% No change 1,848 $553K
Campion Asset Management 0.41% Reduce -0.5% 1,829 $548K
Greenleaf Trust 0.00% Add +4.3% 1,811 $542K
Unique Wealth Strategies, LLC 0.24% New 1,809 $542K
Laffer Tengler Investments, Inc. 0.13% Reduce -3.2% 1,808 $541K
Maven Securities LTD 0.09% New 1,798 $538K
Flavin Financial Services, Inc. 0.51% — 1,797 $538K
Naples Global Advisors, LLC 0.05% Add +17.0% 1,793 $537K
Pasadena Private Wealth, LLC 0.11% Add +8.0% 1,769 $530K
TD Private Client Wealth LLC 0.01% Add +4.2% 1,766 $529K
Trivium Point Advisory, LLC 0.07% Reduce -0.5% 1,752 $525K
Jacobi Capital Management LLC 0.04% Add +0.8% 1,748 $524K
Farther Finance Advisors, LLC 0.02% Reduce -15.3% 1,747 $523K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 1,740 $521K
Biltmore Wealth Management, LLC 0.22% Add +0.5% 1,735 $520K
Groupe la Francaise 0.01% — 1,741 $516K
Sara-Bay Financial 0.19% No change 1,731 $512K
Signet Financial Management, LLC 0.07% Add +1.2% 1,707 $511K
Winmill & Co. Inc. 0.16% No change 1,700 $509K
Greykasell Wealth Strategies, Inc. 0.28% — 1,697 $508K
Liberty Wealth Management LLC 0.08% Add +1.1% 1,689 $506K
Axxcess Wealth Management, LLC 0.01% Reduce -1.5% 1,684 $504K
Chesapeake Wealth Management 0.17% Add +9.2% 1,680 $503K
Advisory Alpha, LLC 0.02% Add +12.0% 1,679 $503K
Prudent Man Advisors, LLC 0.18% Reduce -15.3% 1,676 $502K
Carnegie Investment Counsel 0.01% Reduce -0.6% 1,657 $496K
Wesbanco Bank Inc. 0.02% Reduce -1.9% 1,645 $493K
Summit Financial, LLC 0.02% Reduce -3.8% 1,645 $493K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -23.5% 1,628 $487K
Cigna Investments Inc. 0.08% Reduce -2.2% 1,603 $480K
Equitable Holdings, Inc. 0.00% Add +11.3% 1,591 $476K
White Pine Capital LLC 0.16% Add +0.4% 1,590 $476K
Gryphon Financial Partners LLC 0.07% Add +0.1% 1,578 $473K
Berger Financial Group, Inc 0.03% Reduce -4.0% 1,576 $472K
Brighton Jones LLC 0.01% Reduce -17.2% 1,574 $471K
Schechter Investment Advisors, LLC 0.04% Reduce -7.2% 1,573 $471K
IVC Wealth Advisors LLC 0.26% Add +6.7% 1,559 $467K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -91.8% 1,552 $465K
Blue Fin Capital, Inc. 0.09% Reduce -3.3% 1,541 $461K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.7% 1,536 $460K
Fifth Third Wealth Advisors LLC 0.02% Add +9.9% 1,530 $458K
Chesley Taft & Associates LLC 0.02% No change 1,530 $458K
Eastern Bank 0.01% No change 1,530 $458K
Advisory Services Network, LLC 0.01% Reduce -9.0% 1,514 $453K
StoneX Group Inc. 0.02% Add +113.3% 1,512 $453K
GAMMA Investing LLC 0.04% Reduce -1.9% 1,503 $450K
Cornerstone Advisory, LLC 0.05% Add +1.2% 1,513 $450K
Koshinski Asset Management, Inc. 0.04% Add +13.8% 1,500 $449K
Signaturefd, LLC 0.01% Reduce -1.5% 1,494 $447K
Everett Harris & Co. 0.01% No change 1,492 $447K
Whitener Capital Management, Inc. 0.12% Add +3.4% 1,485 $445K
Gallacher Capital Management LLC 0.22% Add +11.1% 1,480 $443K
Mechanics Bank Trust Department 0.06% Reduce -1.6% 1,478 $443K
OneDigital Investment Advisors LLC 0.01% Reduce -16.8% 1,472 $441K
Main Line Retirement Advisors, LLC 0.29% Add +1.0% 1,471 $440K
Doliver Advisors, LP 0.12% Add +2.5% 1,446 $433K
V-Square Quantitative Management LLC 0.06% Add +10.2% 1,439 $431K
Summit Asset Management, LLC 0.08% Reduce -16.7% 1,433 $429K
KCM Investment Advisors LLC 0.01% Reduce -69.3% 1,433 $429K
Wedbush Securities Inc. 0.02% Add +12.3% 1,428 $428K
Campbell & CO Investment Adviser LLC 0.03% Reduce -33.2% 1,421 $426K
Sterling Capital Management LLC 0.01% Reduce -8.3% 1,419 $425K
Mirador Capital Partners LP 0.08% Add +0.1% 1,417 $424K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -19.4% 1,415 $424K
Heartland Bank & Trust Co 0.23% Reduce -3.5% 1,408 $422K
Baker Tilly Wealth Management, LLC 0.17% Reduce -1.7% 1,408 $422K
Savvy Advisors, Inc. 0.05% New 1,396 $418K
Stonegate Investment Group, LLC 0.01% Reduce -4.8% 1,389 $416K
Arkadios Wealth Advisors 0.02% Reduce -1.7% 1,385 $415K
Bleakley Financial Group, LLC 0.01% Reduce -0.7% 1,384 $414K
Krane Funds Advisors LLC 0.02% Reduce -9.5% 1,380 $413K
PFG Advisors 0.03% Reduce -1.1% 1,368 $410K
American Investment Services, Inc. 0.07% No change 1,368 $410K
HUB Investment Partners, LLC 0.02% Add +3.8% 1,365 $409K
Eagle Harbor Asset Management Inc. 0.41% Reduce -0.9% 1,359 $407K
Nebula Research & Development LLC 0.05% Add +29.9% 1,359 $407K
HighPoint Advisor Group LLC 0.02% Add +5.1% 1,328 $406K
STAR Financial Bank 0.29% Reduce -19.9% 1,353 $405K
Lederer & Associates Investment Counsel 0.28% Reduce -3.6% 1,353 $405K
Morningstar Investment Management LLC 0.03% No change 1,351 $405K
BBR Partners, LLC 0.03% New 1,346 $403K
AssuredPartners Investment Advisors, LLC 0.08% — 1,329 $398K
Independent Advisor Alliance 0.01% Add +5.1% 1,322 $396K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +0.2% 1,321 $396K
Meridian Wealth Management, LLC 0.02% New 1,320 $395K
Bank Ozk 0.16% No change 1,310 $392K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.4% 1,305 $391K
Blodgett Wealth Advisors, LLC 0.31% No change 1,300 $389K
Essex Financial Services, Inc. 0.03% Reduce -2.9% 1,290 $386K
Bartlett & Co. Wealth Management LLC 0.01% No change 1,286 $385K
Concurrent Investment Advisors, LLC 0.01% Reduce -74.9% 1,283 $384K
Valeo Financial Advisors, LLC 0.01% Add +27.3% 1,272 $381K
CX Institutional 0.02% Add +60.3% 1,266 $379K
Brookstone Capital Management 0.01% Reduce -10.9% 1,263 $378K
Motco 0.04% No change 1,258 $377K
Meeder Asset Management Inc. 0.03% Add +1360.5% 1,256 $376K
Bond & Devick Financial Network, Inc. 0.16% No change 1,020 $371K
Adell Harriman & Carpenter Inc. 0.03% No change 1,229 $368K
Premier Path Wealth Partners, LLC 0.06% Add +3.4% 1,221 $366K
Argent Trust Co 0.01% No change 1,197 $358K
Oxbow Advisors, LLC 0.04% Reduce -0.2% 1,195 $358K
Pallas Capital Advisors LLC 0.02% Reduce -15.3% 1,189 $356K
Sovereign Investment Advisors, LLC 0.11% New 1,187 $355K
Nilsine Partners, LLC 0.04% Add +0.3% 1,185 $355K
Cary Street Partners Financial LLC 0.01% — 1,171 $350K
Rise Advisors, LLC 0.17% Reduce -8.6% 1,165 $349K
West Oak Capital, LLC 0.18% No change 1,162 $348K
Johnson Investment Counsel Inc. 0.00% Reduce -10.1% 1,161 $348K
Pure Financial Advisors, LLC 0.01% Reduce -0.9% 1,159 $347K
Brooklyn Investment Group 0.10% Add +3.4% 1,152 $345K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% Add +27.9% 1,149 $344K
Connors Investor Services Inc. 0.03% Reduce -0.4% 1,145 $343K
IHT Wealth Management, LLC 0.01% Reduce -9.8% 1,139 $341K
Ellevest, Inc. 0.02% Add +12.8% 1,137 $340K
17 Capital Partners, LLC 0.21% No change 1,132 $339K
Pitcairn Co. 0.02% Add +9.6% 1,130 $338K
Second Line Capital, LLC 0.09% No change 1,124 $337K
Fiduciary Financial Group, LLC 0.07% Reduce -0.1% 1,164 $336K
ICONIQ Capital, LLC 0.01% New 1,116 $334K
Creekside Partners 0.17% No change 1,114 $334K
Pinebridge Investments, L.P. 0.00% New 1,113 $333K
True North Advisors, LLC 0.08% Reduce -0.8% 1,111 $333K
Whalerock Point Partners, LLC 0.08% No change 1,105 $331K
Atalanta Sosnoff Capital, LLC 0.01% Add +9.9% 1,103 $330K
Sovereign Financial Group, Inc. 0.08% Add +0.8% 1,101 $330K
Syon Capital LLC 0.03% Reduce -11.2% 1,101 $330K
Ridgecrest Wealth Partners, LLC 0.18% Add +0.7% 1,094 $328K
Weaver Consulting Group 0.10% No change 1,092 $327K
Kingsview Wealth Management, LLC 0.01% Add +4.2% 1,090 $326K
Certified Advisory Corp 0.04% Add +0.1% 1,083 $324K
PFG Investments, LLC 0.02% Reduce -21.2% 1,073 $321K
Longfellow Investment Management Co. LLC 0.08% Reduce -6.0% 1,073 $321K
Huntington National Bank 0.00% Add +66.4% 1,073 $321K
Aveo Capital Partners, LLC 0.04% Reduce -0.1% 1,068 $320K
Financial Advisors Network, Inc. 0.05% — 1,062 $318K
Quadrant Capital Group LLC 0.02% Reduce -0.9% 1,058 $317K
Farringdon Capital, Ltd. 0.13% — 1,056 $316K
Albert D Mason Inc. 0.21% No change 1,050 $314K
Monetary Management Group Inc. 0.08% No change 1,050 $314K
IFG Advisory, LLC 0.02% New 1,049 $314K
Hilltop Holdings Inc. 0.02% Add +9.3% 1,048 $314K
Avestar Capital, LLC 0.03% Add +50.9% 1,046 $313K
Howard Capital Management, LLC 0.00% Add +5.5% 1,045 $313K
Patrick M Sweeney & Associates, Inc. 0.23% No change 1,039 $311K
Bill Few Associates, Inc. 0.11% No change 1,034 $310K
Chesapeake Capital Corp. 0.31% Reduce -56.2% 1,032 $309K
G&S Capital LLC 0.13% Reduce -1.8% 1,030 $308K
Archer Investment Corp 0.08% No change 1,026 $307K
Florida Trust Wealth Management Co 0.01% Reduce -0.1% 1,024 $307K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -17.6% 1,015 $304K
Intech Investment Management LLC 0.00% New 1,011 $303K
Arax Advisory Partners 0.02% Add +291.8% 1,007 $302K
Headinvest, LLC 0.06% No change 1,002 $300K
GTS Securities LLC 0.01% Reduce -68.7% 1,002 $300K
Lester Murray Antman dba SimplyRich 0.09% No change 1,003 $300K
Quotient Wealth Partners, LLC 0.01% Reduce -23.8% 1,001 $300K
Etesian Wealth Advisors, Inc. 0.13% No change 1,000 $299K
TRUE Private Wealth Advisors 0.04% Reduce -0.6% 1,000 $299K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,000 $299K
Kovack Advisors, Inc. 0.03% Reduce -3.3% 996 $298K
Lake Street Advisors Group, LLC 0.01% Add +14.6% 992 $297K
Asset Planning,Inc 0.22% — 984 $295K
Commons Capital, LLC 0.27% Reduce -0.3% 976 $292K
Sharper & Granite LLC 0.13% Reduce -4.9% 966 $289K
4WEALTH Advisors, Inc. 0.29% — 955 $286K
Knollwood Investment Advisory, LLC 0.03% No change 950 $284K
Investmark Advisory Group LLC 0.14% Add +0.4% 949 $284K
Commonwealth Financial Services, LLC 0.06% Add +2.9% 947 $284K
Planned Solutions, Inc. 0.12% No change 947 $284K
Freedom Investment Management, Inc. 0.02% Reduce -14.7% 944 $283K
Fidelis Capital Partners, LLC 0.03% Add +17.1% 953 $282K
Investment Advisory Group, LLC 0.09% Add +8.5% 929 $278K
Fermata Advisors, LLC 0.05% Add +4.8% 925 $277K
Trust Co. of Vermont 0.01% Reduce -0.1% 920 $275K
Modern Wealth Management, LLC 0.01% Add +23.5% 919 $275K
Reynders McVeigh Capital Management, LLC 0.01% No change 918 $275K
Ascentis Independent Advisors 0.05% Add +83.2% 916 $274K
EverSource Wealth Advisors, LLC 0.02% Add +399.4% 914 $274K
CTC Alternative Strategies, Ltd. 0.35% New 911 $273K
Sunbelt Securities, Inc. 0.02% No change 919 $272K
Lindbrook Capital, LLC 0.02% Reduce -1.1% 907 $272K
Sagespring Wealth Partners, LLC 0.01% — 906 $271K
Machina Capital S.A.S. 0.11% New 906 $271K
Shelton Capital Management 0.01% No change 906 $271K
TKG Advisors, LLC 0.13% Add +2.2% 928 $271K
CIBC Private Wealth Group LLC 0.00% Reduce -11.1% 916 $271K
Evergreen Capital Management LLC 0.01% Reduce -1.2% 898 $269K
Pinnacle Associates Ltd. 0.00% Add +13.5% 891 $267K
Compound Planning, Inc. 0.01% Add +8.4% 890 $267K
Insigneo Advisory Services, LLC 0.03% Add +7.5% 885 $265K
Laurion Capital Management LP 0.02% Reduce -96.6% 874 $262K
Ascent Group, LLC 0.02% Add +36.1% 870 $261K
Transcend Capital Advisors, LLC 0.02% Add +10.9% 864 $259K
Avantax Planning Partners, Inc. 0.01% No change 864 $259K
Cadence Bank 0.02% Reduce -2.3% 863 $258K
Wealthspire Advisors, LLC 0.00% Reduce -17.1% 861 $258K
Schwallier Wealth Management LLC 0.20% Add +1.2% 859 $257K
Smartleaf Asset Management LLC 0.03% Add +109.0% 861 $255K
Founders Capital Management 0.16% No change 850 $255K
Intrua Financial, LLC 0.04% Reduce -6.1% 850 $254K
Transamerica Financial Advisors, LLC 0.02% Add +3.3% 840 $252K
Ballentine Partners, LLC 0.00% Add +6.9% 841 $252K
S.A. Mason LLC 0.13% Add +1.7% 839 $251K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Reduce -19.4% 830 $248K
Mather Group, Llc. 0.00% Add +0.4% 822 $246K
Godsey & Gibb, Inc. 0.02% No change 817 $245K
Atticus Wealth Management, LLC 0.08% Add +10.0% 816 $244K
Alexander Randolph Advisory, Inc. 0.22% Add +0.9% 810 $243K
Dagco, Inc. 0.08% New 807 $242K
Nautilus Advisors LLC 0.19% — 806 $241K
Yoder Wealth Management, Inc. 0.13% Add +5.4% 804 $241K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.5% 803 $241K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +4.3% 801 $240K
Excalibur Management Corp. 0.10% Reduce -1.2% 798 $239K
Willow Creek Wealth Management Inc. 0.02% No change 789 $236K
Successful Portfolios LLC 0.16% No change 784 $235K
Cetera Trust Company, N.A 0.15% Reduce -3.1% 780 $234K
Beverly Hills Private Wealth, LLC 0.05% Add +0.9% 778 $233K
Richwood Investment Advisors, LLC 0.19% No change 774 $232K
Pacific Sun Financial Corp 0.13% Add +24.1% 767 $230K
Arkansas Financial Group, Inc. 0.04% No change 766 $229K
Petix & Botte Co 0.06% No change 764 $229K
Renaissance Group LLC 0.01% Reduce -4.8% 766 $227K
Helium Advisors LLC 0.18% — 751 $225K
Forza Wealth Management, LLC 0.10% Add +7.6% 750 $225K
Perigon Wealth Management, LLC 0.01% Add +0.4% 754 $225K
M.E. Allison & Co., Inc. 0.25% — 749 $224K
Western Wealth Management, LLC 0.01% Add +4.9% 747 $224K
Graypoint LLC 0.01% Add +7.5% 747 $224K
GW Henssler & Associates Ltd. 0.01% No change 614 $223K
Clark Capital Management Group, Inc. 0.00% Reduce -41.9% 745 $223K
Payden & Rygel 0.02% Reduce -2.6% 740 $222K
Merriman Wealth Management, LLC 0.01% No change 740 $222K
Proficio Capital Partners LLC 0.02% New 739 $221K
Clare Market Investments LLC 0.05% Add +3.4% 739 $221K
Chicago Partners Investment Group LLC 0.01% Reduce -13.5% 748 $221K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -3.7% 737 $221K
Gen-Wealth Partners Inc 0.09% Reduce -7.1% 736 $220K
DDFG, Inc 0.06% No change 736 $220K
Center for Financial Planning, Inc. 0.03% No change 736 $220K
Stratos Wealth Advisors, LLC 0.01% Reduce -1.3% 734 $220K
Andina Capital Management, LLC 0.18% Reduce -9.2% 732 $219K
Tiaa Trust, National Association 0.00% Add +3.4% 730 $219K
FinDec Wealth Services, Inc. 0.15% No change 729 $218K
Scientech Research LLC 0.06% New 723 $216K
Personal Cfo Solutions, LLC 0.04% New 716 $215K
Hutchens & Kramer Investment Management Group, LLC 0.12% Add +3.3% 716 $214K
Phocas Financial Corp. 0.03% New 711 $213K
Aviance Capital Partners, LLC 0.03% Add +16.4% 710 $213K
PDS Planning, Inc 0.02% Add +0.1% 706 $211K
Trustmark Bank Trust Department 0.02% Add +0.9% 706 $211K
Wealth Alliance, LLC 0.03% Add +1.0% 703 $211K
Pingora Partners LLC 0.14% No change 700 $210K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -1.3% 698 $209K
Wedmont Private Capital 0.01% Reduce -2.4% 723 $209K
Polymer Capital Management (US) LLC 0.07% — 697 $209K
CreativeOne Wealth, LLC 0.01% Reduce -0.6% 678 $203K
Geneos Wealth Management Inc. 0.01% Reduce -10.6% 673 $202K
Impact Investors, Inc 0.16% — 669 $200K
Landaas & Co. /Wi 0.06% No change 668 $200K
Byrne Asset Management LLC 0.16% Add +36.3% 657 $197K
Private Trust Co. NA 0.02% Add +2.4% 652 $195K
Wingate Wealth Advisors, Inc. 0.19% — 636 $190K
AdvisorNet Financial, Inc 0.02% Reduce -40.6% 611 $183K
Centaurus Financial, Inc. 0.01% Add +0.2% 604 $181K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.06% Add +4.4% 590 $177K
Northwest Bank & Trust Co 0.13% No change 506 $176K
Sentry Investment Management LLC 0.08% Reduce -14.0% 589 $176K
Creative Financial Designs Inc. 0.01% No change 575 $172K
Oarsman Capital, Inc. 0.03% No change 554 $166K
Continuum Advisory, LLC 0.02% Add +0.6% 552 $165K
Plante Moran Financial Advisors, LLC 0.01% No change 541 $162K
Balefire, LLC 0.05% Reduce -3.9% 538 $160K
CoreCap Advisors, LLC 0.01% Reduce -19.6% 531 $159K
Grove Bank & Trust 0.02% Add +0.6% 530 $159K
WASHINGTON TRUST Co 0.01% No change 500 $150K
Northwest Capital Management Inc 0.06% No change 496 $149K
Sound Income Strategies, LLC 0.01% Add +5.3% 492 $147K
Cromwell Holdings LLC 0.08% No change 487 $146K
Tobam 0.04% Reduce -19.5% 476 $143K
Evermay Wealth Management LLC 0.02% Reduce -1.1% 455 $136K
Pinnacle Bancorp, Inc. 0.04% Reduce -3.4% 425 $127K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 424 $127K
HM Payson & Co. 0.00% Reduce -0.2% 423 $127K
Physician Wealth Advisors, Inc. 0.02% New 418 $125K
Farmers & Merchants Investments Inc. 0.00% No change 418 $125K
Generali Asset Management SPA SGR 0.00% — 418 $125K
Silvant Capital Management LLC 0.01% No change 414 $124K
Hartford Financial Management Inc. 0.03% No change 412 $123K
Ancora Advisors LLC 0.00% No change 412 $123K
Spire Wealth Management 0.00% Add +1.7% 411 $123K
Putney Financial Group LLC 0.11% — 399 $119K
Pflug Koory, LLC 0.01% No change 397 $119K
Covestor Ltd 0.07% Reduce -12.5% 385 $116K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -41.7% 385 $115K
Painted Porch Advisors LLC 0.06% Reduce -3.0% 382 $114K
City State Bank 0.04% Reduce -11.4% 381 $114K
Loomis Sayles & Co. L P 0.00% Add +31.3% 382 $114K
Rosenberg Matthew Hamilton 0.03% Add +12.5% 368 $110K
Kohmann Bosshard Financial Services, LLC 0.01% New 366 $110K
Pinnacle Financial Partners Inc 0.00% No change 300 $109K
Catalyst Capital Advisors LLC 0.00% Add +441.8% 363 $109K
Curio Wealth, LLC 0.06% — 358 $107K
Hoertkorn Richard Charles 0.04% No change 357 $107K
Avior Wealth Management, LLC 0.00% Add +0.6% 346 $104K
Hanson & Doremus Investment Management 0.02% No change 339 $102K
Sherman Asset Management, Inc. 0.09% — 338 $101K
Pacific Center for Financial Services 0.03% No change 336 $101K
Global X Japan Co., Ltd. 0.01% Add +13.7% 333 $100K
JFS Wealth Advisors, LLC 0.01% Reduce -11.0% 323 $97K
JNBA Financial Advisors 0.01% No change 321 $96K
Global Wealth Strategies & Associates 0.03% New 317 $95K
Deseret Mutual Benefit Administrators 0.05% Add +49.0% 307 $92K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -36.8% 302 $90K
International Assets Investment Management, LLC 0.01% New 26,213 $88K
Bank of New Hampshire 0.02% No change 293 $88K
Creekmur Asset Management LLC 0.02% Add +1.1% 284 $85K
Hazlett, Burt & Watson, Inc. 0.04% Add +2710.0% 281 $84K
Blue Trust, Inc. 0.00% Reduce -83.6% 259 $78K
Clearstead Advisors, LLC 0.00% Reduce -2.6% 259 $77K
Parkside Financial Bank & Trust 0.01% Add +1.2% 257 $77K
State of Wyoming 0.01% Add +28.6% 256 $77K
Harbor Capital Advisors, Inc. 0.00% Add +70.0% 255 $76K
Sit Investment Associates Inc. 0.00% No change 255 $76K
Bellevue Asset Management, LLC 0.04% Reduce -3.1% 252 $75K
Kestra Investment Management, LLC 0.00% New 249 $75K
Carolinas Wealth Consulting LLC 0.01% Reduce -0.4% 247 $74K
CENTRAL TRUST Co 0.00% Reduce -0.8% 243 $73K
Boyd Watterson Asset Management LLC 0.02% No change 240 $72K
Versant Capital Management, Inc 0.02% Add +301.7% 237 $71K
Venturi Wealth Management, LLC 0.00% Add +156.0% 233 $70K
Compass Financial Services Inc 0.04% — 228 $68K
Parkworth Wealth Management, Inc. 0.06% — 225 $67K
Financial Perspectives, Inc 0.02% Add +0.5% 218 $65K
McIlrath & Eck, LLC 0.01% No change 218 $65K
Perkins Coie Trust Co 0.01% No change 218 $65K
GHP Investment Advisors, Inc. 0.00% Reduce -3.6% 213 $64K
Capital Analysts, LLC 0.00% Reduce -71.3% 209 $63K
Toth Financial Advisory Corp. 0.01% Add +48.2% 203 $61K
Capital Advisors, Ltd. LLC 0.01% Reduce -1.0% 199 $60K
Logan Capital Management Inc. 0.00% No change 200 $60K
Navigoe, LLC 0.06% — 200 $59K
Van Hulzen Asset Management, LLC 0.00% New 191 $57K
CVA Family Office, LLC 0.01% Add +1.6% 191 $57K
Bridge Generations Wealth Management LLC 0.04% — 188 $56K
Towne Trust Company, N.A 0.02% No change 185 $55K
Salem Investment Counselors Inc. 0.00% No change 179 $54K
Delta Asset Management LLC 0.00% No change 170 $51K
Pathway Financial Advisers, LLC 0.02% Add +1.2% 169 $51K
Perritt Capital Management Inc 0.02% Add +0.6% 157 $47K
Synergy Asset Management, LLC 0.00% New 126 $46K
FWL Investment Management, LLC 0.02% Reduce -7.1% 144 $43K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 142 $43K
LRI Investments, LLC 0.00% No change 141 $42K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +24.1% 139 $42K
Concourse Financial Group Securities, Inc. 0.00% Reduce -66.7% 143 $42K
Riverview Trust Co 0.04% Reduce -2.3% 129 $39K
Parvin Asset Management, LLC 0.04% — 128 $38K
Millstone Evans Group, LLC 0.03% — 126 $38K
Glass Jacobson Investment Advisors llc 0.01% Add +3.5% 120 $36K
Armstrong Advisory Group, Inc. 0.00% No change 118 $35K
Trust Co 0.00% Reduce -77.7% 117 $35K
Centerpoint Advisors, LLC 0.01% No change 111 $33K
Winch Advisory Services, LLC 0.01% Add +24.1% 108 $32K
ORG Partners LLC 0.00% No change 108 $32K
Strategic Investment Solutions, Inc. 0.01% New 106 $32K
Tidemark, LLC 0.01% Add +1.0% 103 $31K
Castleview Partners, LLC 0.02% No change 103 $31K
Ameriflex Group, Inc. 0.01% — 100 $30K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 100 $30K
Cypress Capital Management LLC (WY) 0.03% No change 96 $29K
MV Capital Management, Inc. 0.00% Add +8.1% 94 $28K
Smithfield Trust Co 0.00% No change 92 $28K
GW&K Investment Management, LLC 0.00% Add +13.8% 91 $27K
Quent Capital, LLC 0.00% Add +135.1% 87 $26K
TCTC Holdings, LLC 0.00% No change 86 $26K
Crewe Advisors LLC 0.00% Reduce -24.2% 75 $22K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.01% — 70 $21K
Sandy Spring Bank 0.00% Reduce -6.8% 68 $20K
Legacy Bridge, LLC 0.01% No change 67 $20K
Beacon Capital Management, LLC 0.00% No change 65 $20K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -95.3% 64 $19K
Bruce G. Allen Investments, LLC 0.01% Add +15.1% 61 $18K
Raleigh Capital Management Inc. 0.01% Reduce -1.6% 60 $18K
Bayforest Capital Ltd 0.02% — 60 $18K
CoreFirst Bank & Trust 0.01% No change 60 $18K
West Branch Capital LLC 0.01% New 57 $17K
Park Place Capital Corp 0.00% Reduce -9.5% 57 $17K
Global Financial Private Client, LLC 0.01% No change 56 $17K
Bell Investment Advisors, Inc 0.00% Reduce -13.1% 53 $16K
Leonteq Securities AG 0.00% Add +60.6% 53 $16K
Accredited Wealth Management, LLC 0.01% — 52 $16K
Valley National Advisers Inc. 0.00% No change 50 $15K
Main Street Group, LTD 0.01% New 50 $15K
Hilltop National Bank 0.00% No change 50 $15K
Quarry LP 0.00% Add +100.0% 50 $15K
Caldwell Trust Co 0.00% No change 50 $15K
Heritage Wealth Advisors 0.00% Add +2.0% 50 $15K
Centricity Wealth Management, LLC 0.01% — 48 $14K
Zions Bancorporation, N.A. 0.00% Reduce -4.1% 47 $14K
Asset Dedication, LLC 0.00% No change 45 $13K
Richards, Merrill & Peterson, Inc. 0.01% — 44 $13K
Wolff Wiese Magana LLC 0.01% No change 42 $13K
Caitong International Asset Management Co., Ltd 0.01% — 40 $12K
Park Square Financial Group, LLC 0.01% — 40 $12K
DecisionPoint Financial, LLC 0.00% No change 39 $12K
Harbor Investment Advisory, LLC 0.00% No change 39 $12K
Golden State Wealth Management, LLC 0.00% — 37 $11K
Whipplewood Advisors, LLC 0.01% — 37 $11K
Fortitude Family Office, LLC 0.00% No change 37 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 35 $10K
Pineridge Advisors LLC 0.00% No change 35 $10K
Financial Avengers, Inc. 0.00% No change 34 $10K
Financial Management Professionals, Inc. 0.00% No change 33 $10K
Rialto Wealth Management, LLC 0.00% — 32 $10K
Addison Advisors LLC 0.00% No change 32 $10K
Dunhill Financial, LLC 0.00% Add +34.8% 31 $9K
West Paces Advisors Inc. 0.00% No change 31 $9K
HHM Wealth Advisors, LLC 0.00% Add +11.1% 30 $9K
GPS Wealth Strategies Group, LLC 0.00% No change 30 $9K
Abound Wealth Management 0.00% Reduce -32.6% 29 $9K
1620 Investment Advisors, Inc. 0.01% Reduce -6.5% 29 $9K
Human Investing LLC 0.00% New 28 $8K
Manitou Investment Management Ltd. 0.00% No change 27 $8K
NBT Bank, N.A. 0.00% Reduce -77.1% 27 $8K
Hemington Wealth Management 0.00% No change 27 $8K
Caitlin John, LLC 0.01% Reduce -51.9% 26 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 25 $7K
Hoese & Co LLP 0.01% No change 25 $7K
Cape Investment Advisory, Inc. 0.00% No change 25 $7K
Sachetta, LLC 0.00% Reduce -11.5% 23 $7K
Fairway Wealth LLC 0.00% New 23 $7K
High Note Wealth, LLC 0.00% New 23 $7K
Quest 10 Wealth Builders, Inc. 0.01% — 21 $6K
Avion Wealth 0.00% Add +4.5% 23 $6K
Providence First Trust Co 0.00% New 20 $6K
DT Investment Partners, LLC 0.00% No change 20 $6K
North Star Investment Management Corp. 0.00% No change 20 $6K
Brown Brothers Harriman & Co. 0.00% No change 20 $6K
WR Wealth Planners, LLC 0.00% Add +26.7% 19 $6K
Bogart Wealth, LLC 0.00% New 19 $6K
Cornerstone Planning Group LLC 0.00% Add +26.7% 19 $6K
Washington Trust Advisors, Inc. 0.00% Reduce -5.3% 18 $5K
Minot DeBlois Advisors LLC 0.00% — 17 $5K
Raffa Wealth Management, LLC 0.00% No change 17 $5K
Anchor Investment Management, LLC 0.00% Reduce -19.1% 17 $5K
Coppell Advisory Solutions LLC 0.00% Add +70.0% 17 $5K
AlphaQuest LLC 0.00% Reduce -99.8% 16 $5K
Investment Management Corp. /Va/ 0.00% — 15 $4K
PSI Advisors, LLC 0.00% No change 15 $4K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +75.0% 14 $4K
Aspect Partners, LLC 0.00% No change 14 $4K
Red Tortoise LLC 0.00% No change 13 $4K
MCF Advisors LLC 0.00% Add +30.0% 13 $4K
Operose Advisors LLC 0.00% Reduce -93.0% 12 $4K
Glen Eagle Advisors, LLC 0.00% No change 12 $4K
Kozak & Associates, Inc. 0.00% New 11 $3K
Highline Wealth Partners LLC 0.00% Reduce -26.7% 11 $3K
Clearstead Trust, LLC 0.00% Reduce -8.3% 11 $3K
Cassady Schiller Wealth Management, LLC 0.00% New 10 $3K
Fortis Group Advisors, LLC 0.00% Reduce -99.8% 10 $3K
Trifecta Capital Advisors, LLC 0.00% No change 9 $3K
TFC Financial Management, Inc. 0.00% No change 9 $3K
Atlas Capital Advisors Inc. 0.00% No change 8 $2K
Clark Wealth Partners 0.00% — 7 $2K
CBIZ Investment Advisory Services, LLC 0.00% New 6 $2K
Sierra Ocean, LLC 0.00% — 5 $2K
WealthTrak Capital Management LLC 0.00% — 5 $1K
Albion Financial Group 0.00% New 5 $1K
Principia Wealth Advisory, LLC 0.00% — 5 $1K
Core Alternative Capital 0.00% No change 5 $1K
ESL Trust Services, LLC 0.00% No change 5 $1K
NewSquare Capital LLC 0.00% New 5 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
Key Financial Inc 0.00% No change 4 $1K
Winthrop Capital Management, LLC 0.00% No change 4 $1K
Valued Wealth Advisors LLC 0.00% No change 3 $899
DHJJ Financial Advisors, Ltd. 0.00% No change 3 $899
Conquis Financial LLC 0.00% — 3 $898
JDM Financial Group LLC 0.00% No change 3 $898
Sittner & Nelson, LLC 0.00% New 3 $898
Nvwm, LLC 0.00% No change 3 $898
Winnacle Wealth LLC 0.00% — 3 $837
True Wealth Design, LLC 0.00% New 2 $629
Transce3nd, LLC 0.00% — 2 $623
Copia Wealth Management 0.00% — 2 $599
Sugar Maple Asset Management, LLC 0.00% New 2 $599
Eagle Bay Advisors LLC 0.00% Reduce -66.7% 2 $599
Horizon Financial Services, LLC 0.00% No change 2 $599
Nemes Rush Group LLC 0.00% New 2 $599
Chesapeake Asset Management LLC 0.00% No change 2 $598
Hexagon Capital Partners LLC 0.00% No change 1 $333
New Millennium Group LLC 0.00% New 1 $299
Aventura Private Wealth, LLC 0.00% — 1 $299
Truvestments Capital LLC 0.00% No change 1 $299
NFSG Corp 0.00% Reduce -93.3% 1 $299
First Horizon Advisors, Inc. 0.00% No change 1 $299

"% of holder's portfolio" is PSA's weight in each manager's 13F, not the share of Public Storage the manager owns.